UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 861177
NEW YORK, NY
Position in EDU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$90,164,189
+$3,637,935 QoQ
Shares Held
1,592,163
+1.3% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 177 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 46.6492438274222.ToString("F0")%
Shared 0.ToString("F0")%
None 53.3507561725778.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $144,151,631 across 17 Education & Training Services names. EDU ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,592,163 | $90,164,189 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
73,752 | $12,540,048 | |
| 3 | LRN |
Stride, Inc.
|
107,494 | $9,477,741 | |
| 4 | LAUR |
Laureate Education, Inc.
|
269,103 | $9,375,544 | |
| 5 | CVSA |
Covista Inc.
|
75,054 | $8,649,971 | |
| 6 | PRDO |
PERDOCEO EDUCATION Corp
|
103,793 | $3,862,135 | |
| 7 | UTI |
Universal Technical Institute Inc
|
99,976 | $3,609,132 | |
| 8 | STRA |
Strategic Education, Inc.
|
40,262 | $3,340,132 |
All Filings in EDU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,164,189 | 1,592,163 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $86,526,254 | 1,572,347 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $50,179,594 | 930,113 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,431 | 762 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $47,412,395 | 738,741 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $75,417,646 | 994,431 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $380,488 | 4,895 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $67,271,521 | 774,839 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $49,816,769 | 679,814 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,803,109 | 679,814 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,845,854 | 679,814 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $26,247,618 | 679,814 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,671,123 | 679,814 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,915,822 | 497,114 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,121,241 | 497,114 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||